ULTA · Ulta Beauty, Inc. · Earnings Call Transcripts & Audio
$546.17
-1.72 (-0.31%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$23.31B
Shares
42.76M
Volume · Sep 30
325.58K
Avg daily vol (3M)
596.5K
Ulta Beauty, Inc. Earnings Call Transcripts
Quarterly earnings calls for Ulta Beauty, Inc. (ULTA), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲18.2%
$3.23B
$340.75M
'23 Q4
23-03-09
▲12.3%
$2.63B
$347.05M
'24 Q1
23-05-25
▲10.1%
$2.53B
$300.10M
'24 Q2
23-08-24
▲6.4%
$2.49B
$249.48M
'24 Q3
23-11-30
▲10.2%
$3.55B
$394.37M
'24 Q4
24-03-14
▲3.5%
$2.73B
$313.11M
'25 Q1
24-05-30
▲0.9%
$2.55B
$252.56M
'25 Q2
24-08-29
▲1.7%
$2.53B
$242.18M
'25 Q3
24-12-05
▼1.9%
$3.49B
$393.27M
'25 Q4
25-03-13
▲4.5%
$2.85B
$305.05M
'26 Q1
25-05-29
▲9.3%
$2.79B
$260.88M
'26 Q2
25-08-28
▲12.9%
$2.86B
$230.88M
'26 Q3
25-12-04
▲11.8%
$3.90B
$356.68M
'26 Q4
26-03-12
▲11.1%
$3.16B
$340.47M
'27 Q1
26-06-02
LATEST
▲8.9%
$3.04B
$282.01M
'27 Q2
26-08-27
Earnings call
FY27 · Q3
2026-12-03
Ulta Beauty, Inc. (ULTA) Q3 2027 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q2
2026-08-27
Ulta Beauty, Inc. (ULTA) Q2 2027 Earnings Call Transcript
Confident tone
K-Beauty and global beauty
Marketplace and UB Media growth
Promotional environment & value
Revenue
$3.04B
▲ 8.9% YoY Diluted EPS
$6.55
▲ 13.3% YoY Gross margin
39.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q1
2026-06-02
Ulta Beauty, Inc. (ULTA) Q1 2027 Earnings Call
Revenue
$3.16B
▲ 11.1% YoY Diluted EPS
$7.74
▲ 15.5% YoY Gross margin
40.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-03-12
Ulta Beauty, Inc. (ULTA) Q4 2026 Earnings Call
Revenue
$3.90B*
▲ 11.8% YoY Gross margin
38.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2025-12-04
Ulta Beauty, Inc. (ULTA) Q3 2026 Earnings Call
Revenue
$2.86B
▲ 12.9% YoY Diluted EPS
$5.14
▲ 0% YoY Gross margin
40.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2025-08-28
Ulta Beauty, Inc. (ULTA) Q2 2026 Earnings Call
Revenue
$2.79B
▲ 9.3% YoY Diluted EPS
$5.78
▲ 9.1% YoY Gross margin
39.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-05-29
Ulta Beauty, Inc. (ULTA) Q1 2026 Earnings Call
Revenue
$2.85B
▲ 4.5% YoY Diluted EPS
$6.70
▲ 3.6% YoY Gross margin
39.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-03-13
Ulta Beauty, Inc. (ULTA) Q4 2025 Earnings Call Transcript
Confident tone
International expansion and Space NK
Wellness and marketplace growth
Assortment and new brand pipeline
Revenue
$3.49B*
▼ 1.9% YoY Gross margin
38.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2024-12-05
Ulta Beauty, Inc. (ULTA) Q3 2025 Earnings Call Transcript
Confident tone
Brand assortment and newness
Holiday outlook and guidance caution
Loyalty and digital engagement
Revenue
$2.53B
▲ 1.7% YoY Diluted EPS
$5.14
▲ 1.4% YoY Gross margin
39.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-08-29
Ulta Beauty, Inc. (ULTA) Q2 2025 Earnings Call Transcript
Confident tone
Ulta Beauty Unleashed Strategy
Skin Care and Wellness
Real Estate and Store Growth
Revenue
$2.55B
▲ 0.9% YoY Diluted EPS
$5.30
▼ 12% YoY Gross margin
38.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-05-30
Ulta Beauty, Inc. (ULTA) Q1 2025 Earnings Call Transcript
Positive tone
Skincare and wellness category
Competitive landscape and marketplace
Q1 financial performance and beat
Revenue
$2.73B
▲ 3.5% YoY Diluted EPS
$6.47
▼ 6% YoY Gross margin
39.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-03-14
Ulta Beauty, Inc. (ULTA) Q4 2024 Earnings Call Transcript
Balanced tone
Brand building and assortment
In-store execution and guest experience
Loyalty program and digital acceleration
Revenue
$3.55B*
▲ 10.2% YoY Gross margin
37.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2023-11-30
Ulta Beauty, Inc. (ULTA) Q3 2024 Earnings Call Transcript
Revenue
$2.49B
▲ 6.4% YoY Diluted EPS
$5.07
▼ 5.1% YoY Gross margin
39.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-08-24
Ulta Beauty, Inc. (ULTA) Q2 2024 Earnings Call Transcript
Revenue
$2.53B
▲ 10.1% YoY Diluted EPS
$6.02
▲ 5.6% YoY Gross margin
39.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-05-25
Ulta Beauty, Inc. (ULTA) Q1 2024 Earnings Call Transcript
Revenue
$2.63B
▲ 12.3% YoY Diluted EPS
$6.88
▲ 9.2% YoY Gross margin
40.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-03-09
Ulta Beauty, Inc. (ULTA) Q4 2023 Earnings Call Transcript
Revenue
$3.23B*
▲ 18.2% YoY Gross margin
37.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-12-01
Ulta Beauty, Inc. (ULTA) Q3 2023 Earnings Call Transcript
Revenue
$2.34B
▲ 17.2% YoY Diluted EPS
$5.34
▲ 35.5% YoY Gross margin
41.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-08-25
Ulta Beauty, Inc. (ULTA) Q2 2023 Earnings Call Transcript
Revenue
$2.30B
▲ 16.8% YoY Diluted EPS
$5.70
▲ 25% YoY Gross margin
40.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-05-26
Ulta Beauty, Inc. (ULTA) Q1 2023 Earnings Call Transcript
Revenue
$2.35B
▲ 21% YoY Diluted EPS
$6.30
▲ 53.7% YoY Gross margin
40.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-03-10
Ulta Beauty, Inc. (ULTA) Q4 2022 Earnings Call Transcript
Revenue
$2.73B*
▲ 24.1% YoY Gross margin
37.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2021-12-02
Ulta Beauty, Inc. (ULTA) Q3 2022 Earnings Call Transcript
Revenue
$2.00B
▲ 28.6% YoY Diluted EPS
$3.94
▲ 198.5% YoY Gross margin
39.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-08-25
Ulta Beauty, Inc. (ULTA) Q2 2022 Earnings Call Transcript
Revenue
$1.97B
▲ 60.2% YoY Diluted EPS
$4.56
▲ 3157.1% YoY Gross margin
40.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-05-27
Ulta Beauty, Inc. (ULTA) Q1 2022 Earnings Call Transcript
Revenue
$1.94B
▲ 65.2% YoY Diluted EPS
$4.10
Gross margin
38.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-03-11
Ulta Beauty, Inc. (ULTA) Q4 2021 Earnings Call Transcript
Revenue
$2.20B
▼ 4.6% YoY Diluted EPS
$3.03
▼ 22.1% YoY Gross margin
35.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2020-12-03
Ulta Beauty, Inc. (ULTA) Q3 2021 Earnings Call Transcript
Revenue
$1.55B
▼ 7.8% YoY Diluted EPS
$1.32
▼ 41.3% YoY Gross margin
35.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-08-27
Ulta Beauty, Inc. (ULTA) Q2 2021 Earnings Call Transcript
Revenue
$1.23B
▼ 26.3% YoY Diluted EPS
$0.14
▼ 94.9% YoY Gross margin
26.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-05-28
Ulta Beauty, Inc. (ULTA) Q1 2021 Earnings Call Transcript
Revenue
$1.17B
▼ 32.7% YoY Diluted EPS
$-1.39
▼ 142.6% YoY Gross margin
25.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-03-12
Ulta Beauty, Inc. (ULTA) Q4 2020 Earnings Call Transcript
Revenue
$2.31B
▲ 8.5% YoY Diluted EPS
$3.89
▲ 7.8% YoY Gross margin
35.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q1
2019-04-30
Ulta Beauty, Inc. (ULTA) Q1 2020 Earnings Call Transcript
Revenue
$1.74B
▲ 12.9% YoY Diluted EPS
$3.26
▲ 20.7% YoY Gross margin
37.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–29 of 29 earnings calls
Key facts
CIK
1403568
CUSIP
90384S303
13F (30d)
32 filings
20 filers
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